We have other current jobs related to this field that you can find below

• 

  Paraplanner Cape Town

  2 months ago

  ---

  Johannesburg, South Africa The Recruitment Council Full time

  Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. **Responsibilities**: - Preparation of Records of Advice for both Local and Offshore Investments...

• 

  Senior Paraplanner Claremont

  2 weeks ago

  ---

  Johannesburg, South Africa The Recruitment Council Full time

  Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to...

• 

  Paraplanner (Senior Level)

  3 weeks ago

  ---

  Johannesburg, South Africa Treetop Talent Full time

  We are recruiting for a **Senior PARAPLANNER** for our client within the Financial Services Industry. Role is based in Midrand and Randpark Ridge. **Requirements**: - Re5 - minimum requirement - Degree or diploma within the financial services/insurance/ etc space - 3 years of previous Paraplanner experience - 3 years and above of Discovery Products (ALL of...

• 

  Paraplanner Hilton

  1 week ago

  ---

  Johannesburg, South Africa The Recruitment Council Full time

  Are you a meticulous and detail-oriented professional with a passion for financial planning? An exciting opportunity awaits you with one of the top players in the financial services industry! Our client is currently recruiting for a Paraplanner to join a prestigious financial services company. **Responsibilities**: Your primary duties will be as a...

• 

  Paraplanner

  2 weeks ago

  ---

  Johannesburg, Gauteng, South Africa The Recruitment Council Full time

  Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication to providing top-tier financial solutions, this company offers a dynamic work environment where your...

• 

  Paraplanner / Administrator

  3 weeks ago

  ---

  Johannesburg, South Africa Unique Personnel Full time

  **Job Number** - 70572 **Job Type** - Permanent **Job Title** - Paraplanner / Administrator **Computer Skills** - MS Excel **Industry** - Financial Services **City** - Johannesburg **Province** - Gauteng - Roles/responsibilities all specific to financial planning: - Direct assistance to the financial planner team - General office duties - Pre-meeting...

• 

  Paraplanner

  3 weeks ago

  ---

  Johannesburg, South Africa Unique Personnel Full time

  **Job Number** - 71120 **Job Type** - Permanent **Job Title** - Paraplanner **Computer Skills** - MS Office **Industry** - Financial Services **City** - Johannesburg **Province** - Gauteng **Job duties and responsibilities**: - Prepare client proposals - Prepare all paperwork for new client acquisitions as well as annual reviews - Valuation...

• 

  Paraplanner

  1 week ago

  ---

  Johannesburg, South Africa Crayon Full time

  **How you'll role** As a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will research solutions, collaborate with advisors, manage portfolios, and organise...

• 

  Paraplanner

  3 weeks ago

  ---

  Johannesburg, South Africa SET Recruitment Consultants Full time

  **Paraplanner** Reputable Wealth Mgt / Financial Advisory business seeks organised, professional and client orientated indiv. Pivotal role to assist in providing sound financial advice to clients. Prepare records of Advice and perform calculations on behalf of Wealth Managers / Financial Advisors. Assist in monitoring the para planning...

• 

  Paraplanner

  2 weeks ago

  ---

  Johannesburg, Gauteng, South Africa The Recruitment Council Full time

  Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication to providing top-tier financial solutions, this company offers a dynamic work environment where your...

• 

  Paraplanner

  1 month ago

  ---

  Johannesburg, South Africa The Recruitment Council Full time

  Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication to providing top-tier financial solutions, this company offers a dynamic work environment where your...

• 

  Paraplanner

  3 weeks ago

  ---

  Johannesburg, South Africa CA Financial Appointments Full time

  My client based in Rosebank in Gauteng is seeking a Senior Paraplanner to join their successful team. **Responsibilities**: - Financial Planning support - Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All...

• 

  Paraplanner

  1 month ago

  ---

  Johannesburg, South Africa The Recruitment Council Full time

  Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication to providing top-tier financial solutions, this company offers a dynamic work environment where your...

• 

  Paraplanner

  2 weeks ago

  ---

  Johannesburg, Gauteng, South Africa Crayon Full time

  How you'll roleAs a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will research solutions, collaborate with advisors, manage portfolios, and organise meetings....

• 

  Internal Virtual Advisor Paraplanner

  2 weeks ago

  ---

  Johannesburg, Gauteng, South Africa Time4Biz Full time

  INTERNAL VIRTUAL ADVISOR PARAPLANNEROur client is looking for a VIRTUAL ADVISOR PARAPLANNER to join their team, our client is in the Financial Planning and Wealth Management Industry, they are based in Blair Athol and will be moving offices to Fourways in August 2023.Duties and Responsibilities and Performance Outcomes Sales Presentations and negotiations...

• 

  Paraplanner Pretoria

  4 weeks ago

  ---

  Johannesburg, South Africa The Recruitment Council Full time

  Job Purpose: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after...

• 

  Paraplanner Pretoria

  2 weeks ago

  ---

  Johannesburg, Gauteng, South Africa The Recruitment Council Full time

  Job Purpose:This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after...

• 

  Internal Advisor Paraplanners Randburg

  2 weeks ago

  ---

  Johannesburg, South Africa The Recruitment Agency South Africa (TRASA) Full time

  **Overview** **Internal Advisor Paraplanners Randburg** SALES Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirementproductswithaviewtoupgrades.Maintain a minimum UPGRADE target Assist with downgrades if required and only if necessary Assist with marketing...

• 

  Internal Advisor Paraplanner Fourways

  2 weeks ago

  ---

  Johannesburg, South Africa The Recruitment Agency South Africa (TRASA) Full time

  SALES Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of ______per month Assist with downgrades if required and only if necessary Assist with marketing campaigns, Network and obtain referrals...

• 

  Internal Advisor Paraplanners Randburg

  2 weeks ago

  ---

  Johannesburg, Gauteng, South Africa The Recruitment Agency South Africa (TRASA) Full time

  OverviewInternal Advisor Paraplanners RandburgSALESFollow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirementproductswithaviewtoupgrades.Maintain a minimum UPGRADE targetAssist with downgrades if required and only if necessaryAssist with marketing campaigns, Network and...